Quickbooks Desktop Integration
This applies to Content Central v7.5.7089 and above.
Requirements for Quickbooks Integration
- Dedicated Quickbooks Desktop User Account
Steps for Quickbooks Desktop Integration
Login to Content Central as Admin or member of the Administrator Group.
Go to Administration > Integrations Page.
Click Quickbooks Desktop.
Click 'Add Quickbooks Company' icon (green plus icon) from at the lower right corner of the page.
In the QuickBooks Desktop - Default Company Page, enter the local folder or the UNC path of the QBW file,
Click Save and Test.
On a successful connection, the page will be updated with the QuickBooks Company Name and the status of the connection to be active.
Content Central Office Integration
In order to utilize Content Central Office Integration (CCOI) you must download and install the software on your local machine. Log into Content Central. Open the User menu in the top right corner of the screen (red rectangle in the picture below). ...
QuickBooks Desktop Field Formats and Sizes
Customers integrating into QuickBooks from Content Central or CapturePoint need to be aware of the field size limitations. For Bills the size limitations and formats are: Bill *Vendor = 41 - Text Ref No. = 20 - Numeric Address = 20 per line - Text ...
Field Lookup Integration
This applies to Content Central v7. External Data Source Field-Lookup Integration uses External Data Source that is linked to Content Central through ODBC Connection. External Data Source can be configured/linked to Content Central from the ...
Active Directory Integration to Content Central
Active Directory Integration Features If you are using Active Directory for your Windows User Accounts, you have the option to integrate Active Directory to Content Central. When Active Directory is integrated to Content Central, the following ...
External Data Sources (ODBC)
External Data Sources (ODBC) One or more external data sources (ODBC [Definition: Open Database Connectivity] sources) can be linked to Content Central and used for automating field input in document types. After configuring one or more sources, you ...